Our Business Appraisal Process & Fees

Please see our June 2014 Newsletter on Our Business Appraisal Process & Fees.  In the newsletter we outline our valuation process and our fees.  Generally, we request the last five years of tax returns and other documents before meeting with the Company’s management to tour their location and discuss their operations and financial information.  Based on this information, we can value the Company using the Cost, Income and Market valuation approaches and prepare a valuation report.  Our fees are generally $3,500 for a straight forward divorce valuation and $5,000 for an estate tax or gift tax valuation.  We generally ask for one-half of the fee upfront and for the balance upon completion.

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